Our Thoughts

"Acute uncertainty" is shaping today's fixed income market but what does that actually mean? With higher yields, tight credit spreads and a growing Canada/U.S. divide, Darcy Briggs shares where he's finding value and what to watch next....

Our outlook on the markets from our February 2026 market commentary...

Markets finished February with plenty of movement beneath the surface. While the S&P 500 drifted lower, the TSX surged on renewed leadership from Energy and Materials, underscoring a clear shift away from last cycle’s growth darlings....

In our latest Analyst Series, newly appointed Chief Equity Strategist, Francois Trahan, shares why global stimulus may continue to support equities in 2026. We also discuss geopolitical volatility, precious metals and the outlook for the U.S. dollar....

Our outlook on the markets from our January 2026 market commentary...

Volatility showed up early in 2026. Markets handled it better than the headlines suggested....

2026 trades last year's momentum for something steadier but still constructive. We expect modest gains in Canada, stronger upside in the U.S. and a market that rewards patience and fundamentals. Watch our latest video for how we're navigating it....

2026 trades last year's fireworks for something steadier, with positive returns on the table. We see a "bumpier bull" driven by earnings not spectacle. Our 2026 Market Outlook breaks down where opportunities are and why discipline matters this year....

Artificial Intelligence AI remains one of the most discussed themes in investing but separating the hype from substance can be challenging. Malcolm White joins us to help make sense of where we are today and what's ahead....

Our outlook on the markets from our December 2025 market commentary...